The Twenty Minute VCCerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China
Episode Details
EPISODE INFO
- Released
- May 26, 2026
- Duration
- 1h 7m
- Channel
- The Twenty Minute VC
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 02:18 Is There an AI Infrastructure Bubble? 07:35 Memory Shortages Will Last Years 09:35 2025: The Year AI Became Actually Useful 11:33 Will Frontier Models Commoditize Like Cloud Did? 16:34 Can Google Win by Owning the Full Stack From TPUs to Tokens? 32:53 Data Centers & Local Communities 33:10 AI Layoffs 38:15 The Real Blocker to Enterprise AI Adoption 44:04 Should the US Be Selling Chips to China? 47:00 Why Europe Can't Build Great Tech Companies 53:48 Timing the Cerebras IPO: Luck or Strategy? 57:10 Is the Trump Administration Better for Business? 58:53 Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Andrew Feldman on X: https://twitter.com/andrewdfeldman Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #andrewfeldman #cerebras #ceo #founder #ai #nvidia #chips #china #ailayoffs #ipo
SPEAKERS
Andrew Feldman
guestFounder and CEO of Cerebras, an AI hardware company focused on wafer-scale computing for data centers.
Harry Stebbings
hostFounder and host of 20VC (The Twenty Minute VC), interviewing leading founders and tech executives.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Andrew Feldman and Harry Stebbings, Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China explores cerebras CEO on AI compute bottlenecks, costs, geopolitics, and adoption Feldman argues today’s AI buildout is not a classic bubble because data-center and chip supply are trailing real, current demand, creating persistent backlogs across the industry.
RELATED EPISODES
